Morningstar Ownership | Who Owns Morningstar?
Morningstar Ownership Summary
Morningstar is owned by 59.42% institutional investors, 39.58% insiders, and 1.00% retail investors. Vanguard group is the largest institutional shareholder, holding 6.41% of MORN shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 3.64% of its assets in Morningstar shares.
MORN Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Morningstar | 59.42% | 39.58% | 1.00% |
Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
Industry | Financial Data & Stock Exchanges Stocks | 77.30% | 16.98% | 5.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 2.74M | 6.41% | $810.09M |
Blackrock | 2.54M | 5.94% | $750.47M |
Select equity group | 2.43M | 5.70% | $720.20M |
Morgan stanley | 2.02M | 4.73% | $597.69M |
Bank of america corp /de/ | 1.53M | 3.58% | $451.64M |
Bamco inc /ny/ | 1.31M | 3.06% | $386.66M |
Kayne anderson rudnick investment management | 1.13M | 2.64% | $334.05M |
Massachusetts financial services co /ma/ | 1.10M | 2.57% | $325.29M |
Wellington management group llp | 945.35K | 2.21% | $279.68M |
State street | 775.60K | 1.82% | $229.46M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Praesidium investment management company | 98.77K | 5.56% | $29.22M |
Select equity group | 2.43M | 2.83% | $720.20M |
Liontrust investment partners llp | 402.77K | 1.69% | $119.16M |
American capital management | 144.82K | 1.43% | $42.85M |
Barlow wealth partners | 33.50K | 1.41% | $10.22M |
Kensington investment counsel | 10.37K | 1.36% | $3.07M |
Ceera investments | 9.80K | 1.23% | $2.90M |
Bamco inc /ny/ | 1.31M | 1.11% | $386.66M |
Covey capital advisors | 3.06K | 1.04% | $904.41K |
Martin capital advisors, llp | 4.38K | 0.97% | $1.30M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 324.44K | 0.01% | 324.44K |
Millennium management | 320.19K | 0.04% | 194.12K |
Amundi | 192.01K | 0.02% | 192.00K |
Vanguard group | 2.74M | 0.02% | 157.46K |
Wellington management group llp | 945.35K | 0.05% | 155.31K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Bank of america corp /de/ | 1.53M | 0.04% | -172.56K |
Select equity group | 2.43M | 2.83% | -160.56K |
Kayne anderson rudnick investment management | 1.13M | 0.82% | -97.72K |
Fmr | 361.26K | 0.01% | -86.23K |
Cramer rosenthal mcglynn | - | - | -79.65K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 324.44K | 0.01% | 324.44K | $95.99M |
Corebridge financial | 33.31K | 0.05% | 33.31K | $9.86M |
Ofi invest asset management | 5.70K | 0.04% | 5.70K | $1.57M |
Level four advisory services | 2.55K | 0.03% | 2.55K | $754.47K |
Diversify wealth management | 2.10K | 0.08% | 2.10K | $633.06K |
Sold Out
Holder | Change |
---|---|
Tfc financial management | -1.00 |
Advisornet financial | -2.00 |
Rakuten securities | -4.00 |
Point72 (difc) | -4.00 |
First premier bank | -7.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 406 | 2.53% | 25,490,565 | -1.30% | 59 | 1.63% | 217 | 20.56% | 102 | -29.66% |
Jun 30, 2024 | 389 | 0.26% | 25,754,795 | 1.43% | 60 | 1.71% | 176 | -9.28% | 143 | 25.44% |
Mar 31, 2024 | 388 | 8.38% | 25,391,128 | 0.72% | 59 | 1.70% | 194 | 20.50% | 114 | -14.29% |
Dec 31, 2023 | 358 | 7.83% | 25,208,620 | -3.58% | 59 | 1.58% | 161 | -6.40% | 133 | 41.49% |
Sep 30, 2023 | 332 | 11.04% | 26,144,019 | 7.02% | 61 | 1.86% | 172 | 17.01% | 94 | 4.44% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Eaton Vance Atlanta Capital SMID-Cap I | 1.56M | 3.64% | 36.29K |
Baron Small Cap Growth Strategy | 925.00K | 2.16% | - |
Baron Growth Retail | 925.00K | 2.16% | - |
Vanguard Total Stock Mkt Idx Inv | 874.17K | 2.04% | -3.33K |
iShares Core S&P Mid-Cap ETF | 849.80K | 1.98% | 464.00 |
MFS Mid Cap Growth Equity | 794.14K | 1.85% | 69.17K |
MFS Mid Cap Growth A | 794.14K | 1.85% | - |
Virtus KAR Small-Cap Growth I | 751.69K | 1.75% | -63.00K |
Vanguard Small Cap Index | 698.48K | 1.63% | 1.35K |
Wasatch Core Growth | 410.48K | 0.96% | 52.88K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 13, 2024 | DUBINSKY JASON | Chief Financial Officer | Sell | $206.18K |
Dec 13, 2024 | DUBINSKY JASON | Chief Financial Officer | Sell | $40.87K |
Dec 13, 2024 | DUBINSKY JASON | Chief Financial Officer | Sell | $639.74K |
Dec 13, 2024 | DUBINSKY JASON | Chief Financial Officer | Sell | $233.09K |
Dec 13, 2024 | DUBINSKY JASON | Chief Financial Officer | Sell | $17.47K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 84 |
2024 Q3 | - | 100 |
2024 Q2 | - | 94 |
2024 Q1 | - | 98 |
2023 Q4 | - | 62 |
MORN Ownership FAQ
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